# Portfolio overlap — STMMX vs GREIX

Comparing **Sterling Capital Real Estate Fund** (2026-03-31) and **Goldman Sachs Real Estate Securities Fund** (2026-03-31).

- Shared positions: 12
- Sterling Capital Real Estate Fund covered by Goldman Sachs Real Estate Securities Fund: 0.5352113100126044343726296914
- Goldman Sachs Real Estate Securities Fund covered by Sterling Capital Real Estate Fund: 0.5352113100126044343726296914

## Sterling Capital Real Estate Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| WELLTOWER INC | 0.101018 | ✓ |
| DIGITAL REALTY TRUST INC | 0.080498 | ✓ |
| AMERICAN TOWER CORP | 0.074322 | ✓ |
| PROLOGIS INC REIT | 0.061948 | ✓ |
| VENTAS INC REIT | 0.056703 | ✓ |
| EQUINIX INC | 0.056182 | ✓ |
| UDR INC | 0.034657 |  |
| EXTRA SPACE STORAGE INC | 0.033320 | ✓ |
| TANGER INC- REIT | 0.032650 |  |
| KITE REALTY GROUP TRUST | 0.032638 |  |
| VICI PROPERTIES | 0.032600 | ✓ |
| EASTGROUP PROP | 0.032047 | ✓ |
| BRIXMOR PROPERTY | 0.031513 |  |
| ESSEX PROPERTY TRUST INC | 0.030269 | ✓ |
| FIRST INDUSTRIAL REALTY TRUST | 0.027150 |  |
| SABRA HEALTHCARE REIT INC | 0.027148 |  |
| MID AMERICA APT CMNTY INC | 0.026983 | ✓ |
| Federated Hermes Treasury Oligations Fund | 0.026820 |  |
| INVITATION HOMES INC | 0.024308 |  |
| REXFORD INDUSTRIAL REALTY INC | 0.022615 |  |
| RYMAN HOSPITALITY PPTYS INC | 0.022029 | ✓ |
| ESSENTIAL PROPERTIES REALTY TRUST INC | 0.021798 |  |
| CUBESMART | 0.018838 |  |
| INVENTRUST PROPE | 0.016611 |  |
| MACERICH COMPANY | 0.015780 |  |
| LXP INDUSTRIAL TRUST REIT | 0.014886 |  |
| BXP INC | 0.013920 |  |
| NETSTREIT CORP | 0.013722 |  |
| HIGHWOODS PROPERTIES INC | 0.010407 |  |
| BRANDYWINE RLTY | 0.006621 |  |

## Goldman Sachs Real Estate Securities Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| WELLTOWER INC | 0.109002 | ✓ |
| PROLOGIS INC REIT | 0.102992 | ✓ |
| EQUINIX INC | 0.085254 | ✓ |
| AMERICAN TOWER CORP | 0.074332 | ✓ |
| SIMON PROPERTY | 0.054057 |  |
| DIGITAL REALTY TRUST INC | 0.053626 | ✓ |
| VENTAS INC REIT | 0.039274 | ✓ |
| EXTRA SPACE STORAGE INC | 0.035341 | ✓ |
| REALTY INCOME CORP REIT | 0.034315 |  |
| VICI PROPERTIES | 0.030509 | ✓ |
| EQUITY LIFESTYLE PPTYS INC | 0.029680 |  |
| AVALONBAY COMMUNITIES INC REIT | 0.026598 |  |
| ESSEX PROPERTY TRUST INC | 0.026533 | ✓ |
| MID AMERICA APT CMNTY INC | 0.024767 | ✓ |
| SBA COMMUNICATIONS CORP | 0.023270 |  |
| PUBLIC STORAGE | 0.023139 |  |
| KIMCO REALTY CORPORATION | 0.019232 |  |
| OMEGA HEALTHCARE INVESTORS INC | 0.019037 |  |
| EASTGROUP PROP | 0.018178 | ✓ |
| FED REALTY INVS | 0.016831 |  |
| AMERICAN HOMES-A | 0.016179 |  |
| AGREE REALTY CORP | 0.015797 |  |
| RYMAN HOSPITALITY PPTYS INC | 0.015533 | ✓ |
| IRON MOUNTAIN INC | 0.013252 |  |
| CROWN CASTLE INC | 0.013135 |  |
| CBRE GROUP INC - CL A | 0.010449 |  |
| ACADIA RLTY TR REIT | 0.010448 |  |
| COUSINS PROPERTIES INC | 0.009341 |  |
| KILROY REALTY CORP | 0.008809 |  |
| Americold Realty Trust Inc | 0.008397 |  |
| CURBLINE PROPERTIES CORP | 0.007452 |  |
| SL GREEN REALTY CORP REIT | 0.007190 |  |
| HILTON WORLDWIDE HOLDINGS INC | 0.007000 |  |
| WEYERHAEUSER CO | 0.005742 |  |
| JANUS LIVING A-1 | 0.005307 |  |


## Sources

- N-PORT (fund A) — accession `0000910472-26-007808` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/889284/000091047226007808/0000910472-26-007808-index.htm>
- N-PORT (fund B) — accession `0000940400-26-022136` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/822977/000094040026022136/0000940400-26-022136-index.htm>

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